+740.9%
VST vs ACI
+33.9%
+707.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.8% |
| 7D | +19.2% | -0.5% | +19.6% | +19.1% |
| 30D | -17.2% | +4.9% | -22.1% | -17.2% |
| 3M | -8.1% | +11.1% | -19.3% | -8.3% |
| 6M | -8.1% | -14.9% | +6.8% | -7.4% |
| YTD | -16.3% | -19.6% | +3.4% | -15.5% |
| 1Y | -24.1% | -22.7% | -1.4% | -23.2% |
| 3Y | +300.2% | -31.2% | +331.5% | +306.5% |
| 5Y | +645.9% | -42.3% | +688.2% | +658.1% |
| All | +740.9% | +33.9% | +707.0% | +705.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ACI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling